BFG
BWX icon

Baron Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Baron Financial Group’s Portfolio BWX Stock Details BWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Buy
164,521
+15,630
+10% +$344K 1.7% 21
2026
Q1 		$3.27M Buy
148,891
+16,270
+12% +$366K 1.76% 20
2025
Q4 		$2.99M Buy
132,621
+11,240
+9% +$254K 1.6% 22
2025
Q3 		$2.79M Buy
121,381
+9,255
+8% +$213K 1.53% 24
2025
Q2 		$2.63M Buy
112,126
+5,070
+5% +$116K 1.55% 23
2025
Q1 		$2.34M Buy
107,056
+4,255
+4% +$92K 1.47% 23
2024
Q4 		$2.2M Buy
102,801
+5,345
+5% +$118K 1.36% 26
2024
Q3 		$2.28M Sell
97,456
-5,425
-5% -$123K 1.39% 26
2024
Q2 		$2.2M Sell
102,881
-9,004
-8% -$196K 1.4% 26
2024
Q1 		$2.49M Sell
111,885
-9,025
-7% -$202K 1.54% 22
2023
Q4 		$2.8M Sell
120,910
-21,535
-15% -$470K 1.79% 19
2023
Q3 		$3.03M Buy
142,445
+4,175
+3% +$92.5K 1.97% 19
2023
Q2 		$3.12M Buy
138,270
+7,590
+6% +$173K 1.93% 19
2023
Q1 		$3.02M Buy
130,680
+4,055
+3% +$92.5K 1.91% 19
2022
Q4 		$2.84M Sell
126,625
-17,740
-12% -$385K 1.88% 18
2022
Q3 		$3.01M Sell
144,365
-9,630
-6% -$217K 2.03% 18
2022
Q2 		$3.57M Sell
153,995
-29,960
-16% -$723K 2.36% 16
2022
Q1 		$4.79M Buy
183,955
+4,640
+3% +$126K 2.78% 13
2021
Q4 		$5.07M Buy
179,315
+20,000
+13% +$569K 2.87% 12
2021
Q3 		$4.58M Buy
159,315
+8,555
+6% +$252K 2.78% 13
2021
Q2 		$4.42M Buy
150,760
+14,440
+11% +$429K 2.75% 13
2021
Q1 		$3.97M Buy
136,320
+12,725
+10% +$386K 2.74% 14
2020
Q4 		$3.86M Buy
123,595
+1,400
+1% +$42.6K 3.08% 11
2020
Q3 		$3.63M Buy
+122,195
New +$3.63M 3.41% 9

Other funds holding BWX

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Baron Financial Group's BWX Position: Q2 2026 in Review

Baron Financial Group increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 10% in Q2 2026, buying an estimated $344K and bringing the position to 164,521 shares worth $3.57M. The position accounts for 1.7% of the portfolio, ranked #21.

Baron Financial Group first reported a position in BWX in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.07M in Q4 2021. 19 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • Baron Financial Group held 164,521 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $3.57M as of Q2 2026.
  • Baron Financial Group bought 15,630 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $344K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 1.7% of Baron Financial Group's portfolio in Q2 2026, its #21 holding.
  • Baron Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5.07M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.